Truepoint Inc’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.47M | Sell |
6,204
-1,053
| -15% | -$759K | 0.11% | 34 |
|
|
2025
Q1 | $5.46M | Buy |
7,257
+1,601
| +28% | +$1.2M | 0.15% | 32 |
|
|
2024
Q4 | $4.61M | Buy |
5,656
+24
| +0.4% | +$19.5K | 0.12% | 32 |
|
|
2024
Q3 | $4.66M | Sell |
5,632
-246
| -4% | -$204K | 0.13% | 33 |
|
|
2024
Q2 | $4.23M | Buy |
5,878
+697
| +13% | +$501K | 0.12% | 34 |
|
|
2024
Q1 | $4.08M | Sell |
5,181
-5,938
| -53% | -$4.68M | 0.12% | 34 |
|
|
2023
Q4 | $6.13M | Buy |
11,119
+423
| +4% | +$233K | 0.18% | 33 |
|
|
2023
Q3 | $5.87M | Buy |
10,696
+2,831
| +36% | +$1.55M | 0.19% | 34 |
|
|
2023
Q2 | $4.75M | Buy |
7,865
+757
| +11% | +$457K | 0.16% | 33 |
|
|
2023
Q1 | $4.52M | Sell |
7,108
-922
| -11% | -$586K | 0.16% | 34 |
|
|
2022
Q4 | $4.82M | Buy |
8,030
+730
| +10% | +$438K | 0.17% | 34 |
|
|
2022
Q3 | $4.39M | Sell |
7,300
-491
| -6% | -$295K | 0.22% | 31 |
|
|
2022
Q2 | $4.58M | Hold |
7,791
| – | – | 0.24% | 29 |
|
|
2022
Q1 | $5.92M | Hold |
7,791
| – | – | 0.28% | 26 |
|
|
2021
Q4 | $5.03M | Buy |
7,791
+772
| +11% | +$499K | 0.23% | 22 |
|
|
2021
Q3 | $4.38M | Buy |
7,019
+836
| +14% | +$522K | 0.22% | 23 |
|
|
2021
Q2 | $4.23M | Buy |
6,183
+28
| +0.5% | +$19.2K | 0.23% | 24 |
|
|
2021
Q1 | $1.57M | Sell |
6,155
-1,155
| -16% | -$295K | 0.1% | 38 |
|
|
2020
Q4 | $1.7M | Buy |
+7,310
| New | +$1.7M | 0.11% | 35 |
|
|
2020
Q1 | – | Sell |
-4,500
| Closed | -$1.02M | – | 55 |
|
|
2019
Q4 | $1.02M | Buy |
4,500
+115
| +3% | +$26K | 0.08% | 38 |
|
|
2019
Q3 | $912K | Hold |
4,385
| – | – | 0.08% | 39 |
|
|
2019
Q2 | $935K | Sell |
4,385
-2,037
| -32% | -$434K | 0.08% | 44 |
|
|
2019
Q1 | $1.29M | Buy |
6,422
+376
| +6% | +$75.5K | 0.11% | 35 |
|
|
2018
Q4 | $1.23M | Buy |
6,046
+2,037
| +51% | +$416K | 0.12% | 33 |
|
|
2018
Q3 | $858K | Sell |
4,009
-258
| -6% | -$55.2K | 0.07% | 38 |
|
|
2018
Q2 | $796K | Buy |
4,267
+3,708
| +663% | +$692K | 0.07% | 39 |
|
|
2018
Q1 | $2.8K | Sell |
559
-1,128
| -67% | -$5.66K | 0.02% | 79 |
|
|
2017
Q4 | $334K | Sell |
1,687
-1,691
| -50% | -$335K | 0.03% | 69 |
|
|
2017
Q3 | $619K | Buy |
3,378
+1,960
| +138% | +$359K | 0.06% | 46 |
|
|
2017
Q2 | $252K | Sell |
1,418
-655
| -32% | -$116K | 0.03% | 90 |
|
|
2017
Q1 | $346K | Buy |
+2,073
| New | +$346K | 0.04% | 70 |
|